ORANGE INVESTMENT ADVISORS, INC.

RIASEC RegisteredEst. 1995

Total AUM

$1.7B

Discretionary

$1.5B

88% of AUM

Avg account

$766K

Accounts

2,179

Employees

Advisory reps

Firm details

Headquarters: GOSHEN, New York
CRD number: 107387
Registered since: April 7, 1995
Website: www.hviaonline.com
Custodians: PERSHING LLC, THE NORTHERN TRUST INTERNATIONAL BANKING CORPORATION
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees, Other
Client types: HNWI58.32%
Individuals17.72%
Corporations / Businesses10.83%
Charitable Organizations7.27%
Investment Companies3.66%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Orange Investment Advisors, Inc. is an independent registered investment adviser that blends discretionary portfolio management with financial planning and advisory work for both individual/family and institutional clients. The firm favors public equities and exchange-traded instruments as primary building blocks but also operates as a capital allocator, directing client capital to third-party alternative managers across private equity, venture capital, real estate, private credit and hedge funds. Its fee model is flexible — including percentage of AUM, hourly and fixed-fee arrangements — and its service set includes portfolio management for individuals, small businesses and institutions, pension consulting and the selection of outside advisers. Investment posture tilts toward liquid equity exposure supplemented by income and credit-oriented positions. The firm is not an active ESG investor and maintains a mix of discretionary and non-discretionary relationships, allowing tailored mandates as well as model and advisory solutions where appropriate. Custodial relationships with major providers support centralized trading and reporting.